Start · Business Startup

You have the idea. We build the business behind it.

You know what you want to sell or the service you want to offer. What’s harder to see is everything that has to happen behind the scenes before the business is ready to open.

New owners often need help immediately: QuickBooks®, banking, payroll, billing, bill payment, bookkeeping, reporting and the basic financial processes, set up right from the beginning.

How it works

  1. 01

    The Idea

    What you want to build, how you think it will make money, and what you want it to become.

  2. 02

    The Plan

    A practical financial roadmap: startup costs, budgets, cash needs, revenue assumptions and the break-even point.

  3. 03

    The Back End

    QuickBooks, banking, payroll, billing, bill payment, recordkeeping and reporting, set up right the first time.

  4. 04

    The Right Professionals

    When you need a CPA, attorney, banker or insurance professional, we bring them in and keep the pieces connected.

  5. 05

    Launch

    Before you open, we walk through the financial and administrative details that cause avoidable surprises.

  6. 06

    After Launch

    We stay involved as you learn your sales, expenses, cash flow and payroll. As the company grows, the support grows with it.

What you get

What gets set up

  • Business setup coordination
  • EIN and registration assistance
  • Business banking setup
  • QuickBooks Online setup and chart of accounts
  • Payroll setup
  • Sales-tax setup where applicable
  • Invoicing and payment procedures
  • Expense-management procedures
  • Basic budgeting and cash planning
  • Bookkeeping processes and back-office systems

In-person meetings throughout North Jersey, and remote work with owners anywhere. Meetings happen by video, documents move electronically, and we coordinate with the local professionals your business needs.

You don’t need to know everything to start a business. You need to know who to call.

Proof

An e-commerce packing area: a packing table with a label printer and tape gun, shelving stacked with shipping boxes

E-commerce / direct-to-consumer

Multimilliondollar operation, from an Instagram shop

From an Instagram shop to a multimillion-dollar operation

Helped an emerging e-commerce business navigate rapid growth, develop stronger financial controls, and expand into a multimillion-dollar operation.

sales-tax tracking built
Multi-state
sales-tax tracking built
connected to QuickBooks
Shopify
connected to QuickBooks

Read the case study

FAQ

Business Startup, answered

I want to start a business. What do I do first?

Start with a conversation. We start with what you want to build, how you think it will make money, and what you want the business to become.

From there we build a practical financial roadmap around startup costs, budgets, cash needs, revenue assumptions and break-even thinking, and help set up the back end before you open.

You don’t need to know everything to start a business. You just need to know who to ask.

Will you work with my CPA, attorney and banker?

Yes. Running a business can involve a CPA, attorney, banker, insurance professional, payroll company, bookkeeper and other specialists.

We help make sure the right people are involved, the financial side stays organized, and you understand how the pieces fit together, so you’re not the one relaying messages between them.

My business is making sales, so why can’t I tell where the money is going?

Sales are coming in. Bills are getting paid. Payroll goes out. But do you really know how the business is doing?

We look at cash movement, margins, major expenses and whether the business is generating the results you expect, then sit down with you and explain what we’re seeing in plain English.

Before the next big decision, call.

A 30-minute conversation about where the business is and what you’re weighing. No prep needed.

Schedule a conversation

or call 973-908-2773

Book a decision session

About us · 1:06

Decision Point in about a minute

How we work with owners on the big calls, from hiring to buying a business.

Watch the video